Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) has welcomed Kayla Densmore to the team as a client relationship senior associate. In that role, she assists clients with operational and administrative needs in collaboration with WHZ’s financial advisors and larger team to help ensure a great client experience and advancement of client goals.
Densmore brings over 15 years of experience in customer service, team leadership and business management to her new role. Prior to joining WHZ she was the Operations Manager for Green Valley Hospitality, overseeing high level management functions for four companies. She launched her own accounts administration business in 2020, with a mission to help connect small companies with their business metrics and manage their account reconciliations & tax filings.
WHZ is an independent investment and fiduciary asset management firm serving clients in 25 states from its offices in Pomfret and Tolland, CT. The firm provides financial planning and wealth management services to individuals, families, business owners, executives, and not-for-profit institutions through its comprehensive “Plan Well. Invest Well. Live Well.™“ strategic financial planning process.
“As we continue to grow, we’re maintaining a laser focus on ensuring that our goal to provide an exceptional client service experience for all our clients is never compromised. The addition of Kayla to our team, with her demonstrated client service skills, background in finance and collaborative, warm personality, will help us to maintain that standard. We’re very happy to have her on board as part of our team,” said WHZ Principal, Managing Partner and Chief Goal Strategist James Zahansky, AWMA®.